MFG
OR icon

Merit Financial Group’s OR Royalties Inc OR Stock Holding History

Merit Financial Group’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,100
Closed -$232K – 2422
2026
Q1 		$232K Buy
+6,100
New +$251K ﹤0.01% 1822
2025
Q4 		– Sell
-5,365
Closed -$215K – 2006
2025
Q3 		$215K Buy
+5,365
New +$167K ﹤0.01% 1633

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T. Rowe Price Associates
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Merit Financial Group's OR Position: Q2 2026 in Review

Merit Financial Group sold out of OR Royalties Inc (OR) in Q2 2026, closing a stake of 6,100 shares — an estimated $232K sold.

Merit Financial Group first reported a position in OR in Q3 2025 and held it in 2 quarters. The position peaked at $232K in Q1 2026. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Merit Financial Group reported no remaining OR Royalties Inc position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 6,100 OR Royalties Inc shares in Q2 2026, an estimated $232K.
  • Merit Financial Group first reported a position in OR Royalties Inc in Q3 2025 and held it in 2 quarters.
  • Merit Financial Group's OR Royalties Inc position peaked at $232K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.